Bilingual financial planning expertise meets client acquisition at RBC in Montréal, serving English- and French-speaking clients. Create tailored investment solutions while building lasting relationships.
As a Financial Planner in Investment and Retirement Planning, you advise prospective and existing RBC clients. You develop custom solutions using mutual fund and portfolio offerings. Internal partners provide client referrals, while networking and marketing support your external business development. Your advice helps clients pursue long-term goals.
Key Responsibilities:
- Provide tailored financial planning advice and investment solutions
- Acquire and consolidate new and existing client assets
- Connect clients with appropriate RBC team members
- Develop referral sources through networking and marketing
Requirements:
- Financial Planning Designation or completion in progress
- Mutual Funds License through IFIC or CSC
- Minimum two years of financial planning experience
- Proven networking and client acquisition skills
- English and French bilingualism required for regular client service
Bring bilingual advice, networking, and investment planning skills to RBC clients while developing customized financial solutions in Montréal.
Bilingual RBC Financial Planner in Montréal employer: RBC
RBC is an exceptional employer that fosters a dynamic and inclusive work culture, where innovation thrives and employees are empowered to grow. As a Senior Director in Toronto, you will lead a talented team in developing cutting-edge AI solutions that transform the banking experience for millions, while enjoying comprehensive benefits, professional development opportunities, and a commitment to community impact. Join us to be part of a collaborative environment that values diverse perspectives and champions your success.
